See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $429,452 | $114,381+275.5% | $107,525+299.4% | $142,382+201.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 10.85% | 242.71%-231.9pp | 181.32%-170.5pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,326 | $4,015-42.1% | $3,754-38.0% | $4,299-45.9% |
| Participant deferral / active EE | $12,573 | $5,564+126.0% | $5,116+145.8% | $6,507+93.2% |
| Admin fee / account holder | $11,334 | $9,860+14.9% | $8,919+27.1% | $12,624-10.2% |